China

BMI View: China's net external assets have fallen as a share of GDP over recent years, from a peak of 34.0% in 2007 to 21.4% in mid-2012 (the latest data available). Even in absolute... 2013-04-18

The relatively forceful rhetoric coming from China's new leadership is undoubtedly a positive development. Talk of breaking up state-owned enterprises, for example has been on the rise,... 2013-04-05

Chen Dongqi, the deputy head of China's National Development and Reform Commission's macroeconomic research institute, has said that authorities are likely to increase interest rates... 2013-04-05

For several months now BMI has been calling for a bounce in China's real economy (see 'Growth: Upside Risks Amid Structural Downturn', November 12 2012). As we saw it, Beijing's renewed... 2013-04-02

Despite the fact that China is ushering in a new generation of leaders at the inaugural 12th National People's Congress, we believe that the government is unlikely to pursue a dramatically... 2013-03-12

BMI View: There are many similarities between China's current credit boom and the one that preceded the US financial crisis, from rampant off-balance sheet lending to arcane credit... 2013-03-01

In early February the Chinese government announced aggressive new standards for vehicle fuel in an effort to combat air pollution following the heavy smog that blanketed many Chinese... 2013-03-01